We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
651
MainStreet Investment Advisors
Illinois
$276K -$71.9K -470 -21%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$276K -$71.9K -470 -21%
AMIM
653
Aull & Monroe Investment Management
Alabama
$275K -$30.6K -200 -10%
ACM
654
Advisors Capital Management
New Jersey
$275K +$271K +1,769 New
AF
655
Aldebaran Financial
$272K +$153 +1 +0.1%
SFSIG
656
San Francisco Sentry Investment Group
California
$269K +$9.03K +59 +4%
AP
657
Appleton Partners
Massachusetts
$268K -$26.8K -175 -9%
BRF
658
B. Riley Financial
California
$267K -$153 -1 -0.1%
GEA
659
Glen Eagle Advisors
New Jersey
$263K +$43.8K +286 +20%
GPC
660
Glacier Peak Capital
Washington
$262K -$65.9K -431 -20%
GC
661
Grimes & Company
Massachusetts
$261K +$13.2K +86 +5%
WP
662
WealthShield Partners
North Carolina
$261K +$114K +744 +80%
WCM
663
Windham Capital Management
Massachusetts
$258K
FCIM
664
Fairview Capital Investment Management
California
$258K +$20.7K +135 +9%
FAT
665
First American Trust
California
$257K -$1.53K -10 -0.6%
BCP
666
Blue Chip Partners
Michigan
$256K +$612 +4 +0.2%
BMO
667
Beck Mack & Oliver
New York
$255K -$1.99K -13 -0.8%
1IA
668
1834 Investment Advisors
Wisconsin
$253K
FWP
669
FAS Wealth Partners
Kansas
$251K
FA
670
FCG Advisors
New Jersey
$250K +$246K +1,609 New
ACA
671
Atlas Capital Advisors
Wyoming
$249K -$98.2K -642 -29%
Fisher Asset Management
672
Fisher Asset Management
Washington
$246K +$242K +1,583 New
HCA
673
Harbour Capital Advisors
Virginia
$244K
ECM
674
Evergreen Capital Management
Washington
$243K
CF
675
Corrigan Financial
Rhode Island
$242K -$10.1K -66 -4%

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.